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How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.

Can Advisors Repeat Top Performance

Stories are an essential part of life and business. The ability to connect with others via a story is powerful and can set the foundation for a great experience. But not all stories are good ones, as anyone who’s seen a bad movie sequel knows! So many sequels seem to fail to match the power of their predecessors.

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